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CAIBX vs KTRAX
CAIBX vs KTRAX Comparison
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CAIBX vs KTRAX Comparison Chart in %
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CAIBX vs. KTRAX commentary
Aug 23, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAIBX is a Hold and KTRAX is a Buy.
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 130B vs. KTRAX (639M). KTRAX pays higher dividends than CAIBX: KTRAX (4.10) vs CAIBX (2.69). CAIBX was incepted earlier than KTRAX: CAIBX (39 years) vs KTRAX (63 years). KTRAX (0.90) is less costly to investors than CAIBX (0.58). KTRAX is a more actively managed with annual turnover of: 191.00 vs. CAIBX (50.00). CAIBX (6%) and KTRAX (6%) have equivalent initial investment costs. CAIBX has a lower initial minimum investment than KTRAX: CAIBX (250) vs KTRAX (1000). KTRAX (12.42) and CAIBX (11.85) have marching annual gain over last year. CAIBX return over 5 years is better than : 41.84 vs. KTRAX (8.50).
| CAIBX | KTRAX | CAIBX / KTRAX | |
| Total Expense Ratio | 0.58 | 0.90 | 64% |
| Annual Report Gross Expense Ratio | 0.58 | 0.90 | 64% |
| Fund Existence | 39 years | 63 years | - |
| Gain YTD | 11.522 | 10.684 | 108% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 639M | 20,344% |
| Annual Yield % from dividends | 2.69 | 4.10 | 66% |
| Returns for 1 year | 11.85 | 12.42 | 95% |
| Returns for 3 years | 48.10 | 28.22 | 170% |
| Returns for 5 years | 41.84 | 8.50 | 492% |
| Returns for 10 years | 69.46 | 53.81 | 129% |
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